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Disclosery

Peninsula Wealth, LLC: VEA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peninsula Wealth, LLC on VEA, newest first. How the timeline and the estimate are built.

Peninsula Wealth, LLC held 155,325 VEA shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 155,325 shares
    Change vs previous 13F -6,508 shares

    1.27% of the 13F portfolio, value $7,427,620.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 161,833 shares
    Change vs previous 13F -26,023 shares

    1.46% of the 13F portfolio, value $8,344,123.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 187,856 shares
    Change vs previous 13F -240,354 shares

    1.81% of the 13F portfolio, value $9,674,610.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F/A 428,210 shares
    Change vs previous 13F -163,059 shares

    4.29% of the 13F portfolio, value $21,483,289.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 591,269 shares
    Change vs previous 13F -127,200 shares

    5.84% of the 13F portfolio, value $28,321,806.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 718,469 shares
    Change vs previous 13F -5,840 shares

    7.1% of the 13F portfolio, value $30,305,020.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 724,309 shares
    Change vs previous 13F +6,604 shares

    8.74% of the 13F portfolio, value $33,448,572.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 717,705 shares
    Change vs previous 13F not available

    9.36% of the 13F portfolio, value $32,418,745.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).